MOHAMMED NASEEMUDDIN

CAREER OBJECTIVE

A professional career in organization where my talent, skills, honesty and hard work are acknowledged, where I can convert my potentials into actual in my functional area of symbiotic growth.

Looking to be acquainted with a good and well established organization that provides me with challenging and rewarding environment thus enabling me to grow my skills further in the chosen field.

PERSONAL INFORMATION

Date of Birth – 1st July 1980

Nationality – Indian

State- Telangana,Hyderabad

Contact No – +91-984**-*****

Languages known – English, Hindi & Telugu

E-mail id : adxj5l@r.postjobfree.com

Marital Status – Married

PROFILE

A Highly motivated masters who is keen to find a position .Reliable, trustworthy, numerate, and meticulous. Able to work on own initiative or as a part of a team under pressure to meet challenging deadlines/objectives. First class communication and organization skills with the will and determination needed to succeed.

SKILLS

Strong PC skills, proficient in MS Office applications and the use of internet ( MS Office 2002,2007, 2010 edition)

Knowledge and proficiency in (Excel Sheet)

Typing speed 45w p.m.

Excellent communication and interpersonal skills, able to relate and adapt to people of all levels & of different nationalities. Flexible & can work with or without supervision.

Well organized, able to think & act independently, self-motivated, team player

Honest, trustworthy, with good sense of humor and enjoy challenges PROFESSIONAL EXPERIENCE

Kfintech Technology Pvt LTd Aug-2021-Present

Hyderabad - India

Assistant Manager- Edelweiss IM Onboarding

1. Edelweiss AIF & PMS Processing( Exclusively hired for AIF processing)

:

Processing of AIF online application after scrutinizing documents

Processing of PMS online application after scrutinizing documents

Generate AML report and share to concern RM/CXO for approvals

Coordinating with 11 Kfintech branches Pan India for AIF processing

Assigning application to branches for maker level QC checking & processing

Scrutinize KYC documents of Individual/Non Individual clients

Coordinating with RMs for observations clearance

Coordinating with RMs for KYC documents

Coordinating with RMs for pending E-sign/Physical sign cases

Completing Maker & Checker level QC and send for E-sign & Physical sign to RM/CXO & client

Onboarding client after scrutinizing documents

Sharing MIS on weekly basis to Edelweiss HO

Maintaining all AIF application’s processed

Maintain all AML approval mail records

All reporting to Edelweiss HO as per decided timelines from time to time

Work on CRM cases

PROFESSIONAL EXPERIENCE

Essel Finance AMC Ltd (An Essel Group Enterprises) Nov-2017-Feb 2021 Hyderabad - India

Asst Manager- Customer Service

1. Customer Relations / Investor Servicing :

Update corporate/distributors clients with company news letter

Update corporate/distributors with company’s updates

Updating corporate clients with information / Account statement

Update HNI clients on regular basis

Coordination for high value payouts

Updating client via email

Meets customers financial objectives by forecasting requirements

Greet customers warmly and ascertain problem or reason for calling

Attending customer queries over phone and desk.

Resolve customer complaints via phone, email, mail etc…

Follow up with clients for pending documents

Handling customer complaints, such as a security issue or a customer being taken ill or transmission cases

Respond to customer feedback and suggestion

Processing of MF Financial & Non Financial Transactions

Distributor empanelment acceptance, checking and send completed documents to HO for processing

All reporting to HO as per decided timelines from time to time 2. Processing of MF Financial & Non-Financial Transactions:

Processing of KYC after scrutinizing documents along with Purchase application

After time stamping send all financial transaction to Karvy & maintain Xerox copy

Reporting of high value transactions (equal to or more than Rs. 2 Lacs)

Ensuring the timely receipt of funds

3. Sending AUM file to valueresarch

Uploading of AUM data on AMFI website

Maintaining weekly PAN India customer service complaint tracker.

Co- Ordinate for entire SOUTH region in term of brokerage mapping, address conformation, MIS etc…

4. Sales support and branch coordination:

Ensuring smooth transaction processing. Obtaining corporate documents etc.

Identifying and clearing all the discrepancies at ISC level and offer solution within guidelines.

Sharing various MIS with Sales team along with client details and follow up for pending cases

5. Finance, Accounts, Admin, IT & Other initiatives:

Use to coordinate with vendors for monthly servicing

Use to coordinate with hotel for any clients meet

Use to coordinate with travel agency if superior visit

Use to maintain Rental receipts, Electrical bills etc…

Use to prepare claims of superiors and send hard copy to HO Finance

Prepare bills for each vendor and send hard copy to HO Finance

Keep track of claims amount received and follow up for the pending bills and claims

Maintenance of Petty cash and records

Maintain records and maintain Xerox copies of important documents.

Coordinate with stationary vendor and order for monthly stationary

Make record of documents received and courier received Essel Finance Wealth Zone (An Essel Group Enterprises) Nov-2016-May 2017 Hyderabad - India

Asst Manager- Retail Sales

Use to mail the investment statement every morning to individual clients.

Use to mail news letter to all investors, distributors and client

Use to generate business directly in MF, Insurance & Motor Insurance

Use to conduct two work site in a month

Use to conduct meeting and explain about MF, Insurance products

Personally use to handover account statement for clients

Use to visit HNI clients weekly once

Use to visit corporate clients &convince them for further investment Multi Vision Intl Trad & Cont WLL Apr 15- Aug 16

Qatar - Doha

Accountant

Reporting to senior managers regarding the company’s finances

Preparing standard accounting reports and summaries for financial analysis

Supporting team members on all accounting issues

Prepares journal entries, cash and inter fund transfers

Greeting and assisting visitors to the office

Updating client via email

Handle telephone calls and relay messages

Greet customers warmly and ascertain problem or reason for calling

Carrying administrative duties such as filing, typing, copying, binding, Scanning etc.

Handling petty cash, floats & expenses

Processing expenses sheet & Invoices

Continually meet and exceed the administrative expectation of employers

Booking conference calls, rooms, taxis, courier, hotels etc

Find and obtain information and documents quickly.

Maintain up-to-date employee holiday records

ING INVESTMENT MANAGEMENT Jan-2010-Jan 2015

Hyderabad - India

Manager - Operations

1. Customer Relations / Investor Servicing :

Update corporate/distributors clients with company news letter

Update corporate/distributors with company’s updates

Updating corporate clients with information / Account statement

Update HNI clients on regular basis

Coordination for high value payouts

Updating client via email

Meets customers financial objectives by forecasting requirements

Greet customers warmly and ascertain problem or reason for calling

Attending customer queries over phone and desk.

Resolve customer complaints via phone, email, mail etc…

Follow up with clients for pending documents

Handling customer complaints, such as a security issue or a customer being taken ill or transmission cases

Respond to customer feedback and suggestion

Processing of MF Financial & Non Financial Transactions

Processing of KYC after scrutinizing documents along with Purchase application

Distributor empanelment acceptance, checking and send completed documents to HO for processing

Sending local CAMS all financial transaction for Time stamping & maintain Xerox copy

Processing security in cases vigilantly

All reporting to HO as per decided timelines from time to time 2. Processing of MF Financial & Non Financial Transactions:

Processing of KYC after scrutinizing documents along with Purchase application

Reporting of high value transactions (equal to or more than Rs. 2 Lacs)

Ensuring the timely receipt of funds

Sending local CAMS all financial transaction for Time stamping

Redemption with COB pending for authorization hold due to cooling period authorizing the same in EISC' after confirming with client 3. Processing of PMS Financial and Non-Financial Transactions:

Scrutinizing of PMS applications & sending error free forms to HO

Banking the cheque on T + 1 day (wherever applicable)

Affixing date stamp, scanning the transactions & reporting in daily MIS

Processing of non-financial transactions like Change of Address, Change of bank details, Transmission etc.

Following up with Distributor for Pending Brokerage Invoices and sending it to HO

Coordinating for IPV with ILFS / Axis (local / upcountry)

Maintaining Dividend Revalidation records and controls 4. Sales support and branch coordination :

Ensuring smooth transaction processing. Obtaining corporate documents etc.

Identifying and clearing all the discrepancies at ISC level and offer solution within guidelines.

Sharing various MIS with Sales team along with client details and follow up for pending cases

Follow up with outstation distributors RMs

5. Finance, Accounts, Admin, IT & Other initiatives :

Use to guide housekeeping persons

Use to coordinate with vendors for monthly servicing

Use to coordinate with hotel for any clients meet

Use to coordinate with travel agency if superior visit

Use to maintain Rental receipts, Electrical bills etc…

Use to prepare claims of superiors and send hard copy to HO Finance

Prepare bills for each vendor and send hard copy to HO Finance

Keep track of claims amount received and follow up for the pending bills and claims

Maintenance of Petty cash and records

Depositing professional tax in time and sending challans to HR

Monthly attendance register to HO HR

Maintain records and maintain Xerox copies of important documents.

Coordinate with stationary vendor and order for monthly stationary

Make record of documents received and courier received

Use to check dispatch documents and make entry of the same

Depositing professional tax in time and sending challans to HR

Monthly attendance register to HO HR

Coordinate with employees reg any HR issues

Follow up with employees for investment proof and investment details to be filled before year end

Quarterly Asset verification for IT

Strictly follow compliance rules

KELLY SERVICES Oct 2007- Dec 2009

Hyderabad - India

Relationship Manager-Retail Sales

Use to mail the investment statement every morning to institutional & HNI clients

Use to mail news letter to all investors, distributors and client

Use to mail daily NAV to all distributors and IFAs

Personally use to handover account statement for institutional & HNI clients

Follow up for redemption amount credit with HO

Use to handover brokerage cheque to all distributors and IFAs

Coordinating all IVBL branches across Anatapur & Hyderabad

Use to conduct branch meeting and explain about products

Use to visit IVBL branches everyday and attend client call with IVBL RM

Use to join for joint client call with distributors

Use to visit HNI clients weekly once

Use to visit corporate clients & convince them for further investment

Coordinate without station RM’s and clear they doubts

Coordinate without station RM’s for monthly collateral

I was best performer of Hyderabad Branch in banking channel

I was the best performer during NFOs

Won many prizes in sales contest

ING Savings Trust Mar 2002 – Sep 2007

Hyderabad – India

Executive

Joined as an office assistant

Use to deposit cheque and use to pick up applications from Distributors/IFA/Clients

Use to courier monthly collaterals to all distributors and IFAs

Assisting in Handling all the operational activities of A.P from Hyderabad

Coordinating with all the distributors including IVFSL of all the IVBL branches in AP.

NISM Certified

Completed NISM V A-Mutual Fund Distributors

EDUATION

Secondary Education (Year 1998)

Hyderabad, India

Commerce Graduate (Year 2004)

India

INTERESTS

Reading, Travelling, and Sports.

Contact this candidate